Anic Equity¶
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Total return since start: 0.548 %¶
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Equity now: -----------------------------> 47291.56 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 45896.65 Kr¶
PnL: ---------------------------------------> -991.92 Kr¶
DD now: ---------------------------------> -2.752 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-19 13:17:59.668687'
Benchmark comparison TODAY¶
--------------------------------------------------------------------------- HTTPError Traceback (most recent call last) ~\AppData\Local\Temp/ipykernel_19180/3603717069.py in <module> 7 data = ava.search_for_instrument(avanza.constants.InstrumentType.INDEX, ticker) 8 index_id = data['hits'][0]['topHits'][0]['id'] ----> 9 price = pd.DataFrame(ava.get_chart_data(index_id, period = TimePeriod.TODAY)['ohlc']) 10 11 try: ~\Anaconda3\envs\AnicTrading\lib\site-packages\avanza\avanza.py in get_chart_data(self, order_book_id, period, resolution) 1570 options['resolution'] = resolution.value.lower() 1571 -> 1572 return self.__call( 1573 HttpMethod.GET, 1574 Route.CHARTDATA_PATH.value.format(order_book_id, options['timePeriod']) ~\Anaconda3\envs\AnicTrading\lib\site-packages\avanza\avanza.py in __call(self, method, path, options, return_content) 136 ) 137 --> 138 response.raise_for_status() 139 140 # Some routes like add/remove instrument from a watchlist ~\Anaconda3\envs\AnicTrading\lib\site-packages\requests\models.py in raise_for_status(self) 951 952 if http_error_msg: --> 953 raise HTTPError(http_error_msg, response=self) 954 955 def close(self): HTTPError: 503 Server Error: Service Temporarily Unavailable for url: https://www.avanza.se/_api/price-chart/stock/19002?timePeriod=today
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 50 | 0.500000 | 3020.000000 | 93.000000 | 3.180000 | 2927.000000 |
| HEBA B | 70 | -2.990000 | 2726.500000 | 90.500000 | 3.430000 | 2636.000010 |
| Beijer Electronics Group | 26 | -3.640000 | 3031.600000 | 60.600000 | 2.040000 | 2971.000006 |
| Corem Property Group B | 59 | -2.500000 | 621.860000 | 44.860000 | 7.770000 | 576.999999 |
| Samhällsbyggnadsbo. i Norden B | 20 | -7.860000 | 390.300000 | 35.300000 | 9.940000 | 355.000000 |
| SAAB B | 8 | -0.050000 | 3400.000000 | 23.000000 | 0.680000 | 3377.000000 |
| OEM International B | 7 | -2.370000 | 548.100000 | 20.100000 | 3.810000 | 527.999997 |
| MedCap | 2 | -1.570000 | 439.000000 | 18.000000 | 4.280000 | 421.000000 |
| Norva24 Group | 16 | -2.520000 | 557.760000 | 14.760000 | 2.720000 | 543.000000 |
| Intrum | 4 | -2.210000 | 540.600000 | 13.600000 | 2.580000 | 527.000000 |
| AcadeMedia | 12 | -0.300000 | 567.360000 | 10.360000 | 1.860000 | 557.000004 |
| Eastnine | 4 | -1.730000 | 499.200000 | 8.200000 | 1.670000 | 491.000000 |
| Coor Service Management Hold. | 8 | -2.320000 | 538.800000 | 6.800000 | 1.280000 | 532.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | -0.180000 | 568.050000 | 6.050000 | 1.080000 | 562.000005 |
| HMS Networks | 2 | -5.010000 | 675.600000 | 2.600000 | 0.390000 | 673.000000 |
| Creaspac SPAC | 6 | 0.000000 | 579.000000 | 2.000000 | 0.350000 | 577.000002 |
| Securitas B | 6 | -0.610000 | 570.840000 | 0.840000 | 0.150000 | 570.000000 |
| Swedbank A | 3 | -0.630000 | 563.550000 | -0.450000 | -0.080000 | 564.000000 |
| Resurs Holding | 22 | -0.990000 | 573.540000 | -0.460000 | -0.080000 | 573.999998 |
| Samhällsbyggnadsbo. i Norden D | 12 | -4.670000 | 244.800000 | -1.200000 | -0.490000 | 246.000000 |
| Essity B | 2 | 0.140000 | 571.000000 | -3.000000 | -0.520000 | 574.000000 |
| Essity A | 4 | 0.000000 | 1144.000000 | -5.000000 | -0.440000 | 1149.000000 |
| Handelsbanken A | 5 | -0.140000 | 540.250000 | -5.750000 | -1.050000 | 546.000000 |
| Karnov Group | 9 | -0.340000 | 526.500000 | -9.500000 | -1.770000 | 536.000004 |
| Midsona B | 63 | -0.550000 | 571.410000 | -11.590000 | -1.990000 | 582.999984 |
| CTEK | 13 | -3.020000 | 517.530000 | -16.470000 | -3.080000 | 533.999999 |
| Boozt | 12 | -5.150000 | 1634.400000 | -19.600000 | -1.190000 | 1653.999996 |
| Nordea Bank Abp | 29 | -0.780000 | 3412.720000 | -41.280000 | -1.200000 | 3453.999992 |
| International Petroleum Corp. | 5 | -4.010000 | 538.000000 | -56.570000 | -9.510000 | 594.565215 |
| Vivesto | 1368 | -3.700000 | 548.840000 | -64.160000 | -10.470000 | 612.999432 |
| Sampo Oyj SDB | 7 | 0.940000 | 3773.000000 | -77.000000 | -2.000000 | 3850.000000 |
| Axfood | 13 | -0.390000 | 3614.000000 | -142.000000 | -3.780000 | 3756.000001 |
| OX2 | 18 | -4.480000 | 1458.900000 | -205.100000 | -12.330000 | 1663.999992 |
| Fasadgruppen Group | 35 | 0.300000 | 3458.000000 | -353.000000 | -9.260000 | 3810.999990 |
| Ovzon | 52 | -2.260000 | 2917.200000 | -444.800000 | -13.230000 | 3361.999992 |
| TOTAL | 45882.210000 | -1006.360000 | -2.78177% | 46888.564618 |
Updated:¶
'2023-01-19 13:16:51.793413'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
